Ronald Kamdem, Morgan Stanley REIT analyst, joins 'The Exchange' to discuss deceleration in West Coast office space occupancy, the pullback on life science funding driving pressure on leasing activity
One of the scariest things to do as an investor is to take a critical look at one's portfolio. Indeed, scenario analysis can be important, to see how much downside potential certain holdings may have.
In recent months, banks have pulled back on funding as they shore up balance sheets amid the collapse of several regional banks. Commercial real estate companies will face pressures over the next year
Vornado (VNO) reported earnings 30 days ago. What's next for the stock?
Vornado Realty's suspension of common stock dividends and decline in value has not deterred my investment thesis, I believe the company will emerge as a winner in the long term. Despite concerns about

Vornado Realty Is Besieged On All Sides

11:59am, Tuesday, 30'th May 2023
Vornado's common shares are down 37% year-to-date and 61% over the last 12 months due to various challenges, including a high Fed funds rate, a regional banking crisis, and reduced demand for office s
As the housing market enters a period of potential turmoil, it's time to consider the smartest commercial real estate stocks to sell. Commercial real estate stocks are facing a combination of multiple

Why I Won't Buy REIT ETFs

08:05am, Thursday, 25'th May 2023
REITs are offering a great opportunity right now. You could buy REIT ETFs or individual REITs.

Vornado Selloff Appears Justified For Now

02:38am, Thursday, 25'th May 2023
Office REITs like VNO have been experiencing pain on multiple fronts, with the work-from-home push and interest rate hikes continuing to eat into cash flow generation. Since the VNO common stock has d
BMO Capital Markets Managing Director John Kim discusses the opportunities in the real estate space as office stocks take a hit over the sluggish return-to-office.

12% Yielding REITs That I Am Buying

08:05am, Monday, 22'nd May 2023
Some REITs now offer up to 12% dividend yields. Such high yields typically aren't sustainable.

The Fall Of Office REITs

07:00am, Monday, 22'nd May 2023
When the oppression of the pandemic on labor became too much to bear, laborers revolted; remote work's convenience and flexibility have created an office exodus.
Earnings season has been better than feared, and we highlight two firms offering differing views on the state of the economy. There's also one falling Pharma company that (once again) delayed its Q3 r
Ron Kamdem, head of US REITs and commercial real estate at Morgan Stanley, joins 'The Exchange' to discuss how the debt ceiling could impact REITs numbers, consumer spending moving down if the governm

Bear of the Day: Vornado Realty (VNO)

08:07am, Wednesday, 17'th May 2023
Vornado Realty Trust ( VNO ) made headlines earlier this year when they defaulted on a $450 million commercial property loan in NYC.
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